WAM
SMAR

Wolverine Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Wolverine Asset Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-42,239
Closed -$2.37M – 1878
2024
Q4 		$2.37M Buy
42,239
+31,839
+306% +$1.78M 0.02% 484
2024
Q3 		$576K Buy
+10,400
New +$504K 0.01% 830
2020
Q4 		– Sell
-685
Closed -$33K – 1915
2020
Q3 		$33K Sell
685
-285
-29% -$13.8K ﹤0.01% 1335
2020
Q2 		$49K Buy
+970
New +$49.4K ﹤0.01% 1231
2018
Q3 		– Sell
-55,000
Closed -$1.43M – 1667
2018
Q2 		$1.43M Buy
+55,000
New +$1.31M 0.02% 655

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wolverine Asset Management's SMAR Position: Q1 2025 in Review

Wolverine Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 42,239 shares — an estimated $2.37M sold.

Wolverine Asset Management first reported a position in SMAR in Q2 2018 and held it in 5 quarters. The position peaked at $2.37M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Wolverine Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 42,239 Smartsheet Inc. shares in Q1 2025, an estimated $2.37M.
  • Wolverine Asset Management first reported a position in Smartsheet Inc. in Q2 2018 and held it in 5 quarters.
  • Wolverine Asset Management's Smartsheet Inc. position peaked at $2.37M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Wolverine Asset Management's 13F filing for Q1 2025, filed 12 May 2025.